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Fidelity MSCI Health Care Index ETF

335 hedge funds and large institutions have $929M invested in Fidelity MSCI Health Care Index ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

0.4% less ownership

Funds ownership: 38.53%38.12% (-0.4%)

4% less funds holding

Funds holding: 350335 (-15)

8% less capital invested

Capital invested by funds: $1.01B → $929M (-$84.9M)

24% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 41

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
335
Holders Change
-15
Holders Change %
-4.29%
% of All Funds
4.41%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
31
Increased
119
Reduced
115
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
76
J.W. Cole Advisors
Florida
$1.78M +$1.08M +16,954 +155%
KPWS
77
Kestra Private Wealth Services
Texas
$1.76M +$37.3K +586 +2%
RF
78
Roxbury Financial
New Jersey
$1.72M +$26.7K +420 +2%
KPWM
79
KDK Private Wealth Management
Texas
$1.7M -$41.4K -650 -2%
AFM
80
Aspetuck Financial Management
Connecticut
$1.69M +$57.6K +905 +4%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$1.68M -$196K -3,073 -11%
AAS
82
Ameritas Advisory Services
Nebraska
$1.67M -$150K -2,361 -8%
AWS
83
Atria Wealth Solutions
New York
$1.67M -$3.13M -49,190 -65%
HighTower Advisors
84
HighTower Advisors
Illinois
$1.61M -$4.14M -65,006 -72%
FIM
85
Freedom Investment Management
Connecticut
$1.61M -$1.1M -17,350 -41%
VWM
86
VCI Wealth Management
Missouri
$1.59M +$150K +2,353 +10%
FTS
87
Fifth Third Securities
Ohio
$1.56M +$10.8K +169 +0.7%
ACA
88
Atlas Capital Advisors
Wyoming
$1.54M -$759K -11,921 -33%
IAN
89
Integrated Advisors Network
Texas
$1.52M -$254K -3,985 -14%
MA
90
Maxele Advisors
Missouri
$1.4M +$8.79K +138 +0.6%
AB
91
Atlas Brown
Kentucky
$1.38M -$1.85K -29 -0.1%
SYBT
92
Stock Yards Bank & Trust
Kentucky
$1.37M +$1.36M +21,351 New
BCI
93
Brinker Capital Investments
Pennsylvania
$1.34M +$15.9K +250 +1%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$1.33M +$526K +8,258 +65%
CWM
95
Congress Wealth Management
Massachusetts
$1.33M +$489K +7,682 +59%
IFA
96
Independence Financial Advisors
New Hampshire
$1.32M -$7.64M -119,998 -85%
PFS
97
Prospect Financial Services
New York
$1.32M -$713K -11,197 -35%
Renaissance Technologies
98
Renaissance Technologies
New York
$1.23M +$1.23M +19,300 New
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$1.23M +$3.44K +54 +0.3%
BWM
100
Birchcreek Wealth Management
Ohio
$1.22M +$253K +3,969 +26%

FHLC Hedge Fund Activity: Q2 2025 in Review

335 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Health Care Index ETF (FHLC) for Q2 2025, worth a combined $929M — down 8.4% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FHLC and 31 opened new positions — a net loss of 10 holders — while 115 trimmed existing stakes and 119 added.

The largest buyer was AGF Management, adding an estimated $10.7M. The largest seller was Demars Financial Group, cutting an estimated $35.6M.

  • 335 institutional investors held Fidelity MSCI Health Care Index ETF (FHLC) as of Q2 2025, down from 350 in Q1 2025.
  • Funds reported $929M of Fidelity MSCI Health Care Index ETF stock for Q2 2025, down 8.4% quarter-over-quarter.
  • 31 funds opened new Fidelity MSCI Health Care Index ETF positions in Q2 2025 and 41 closed out, a net change of -10 holders.
  • The largest Fidelity MSCI Health Care Index ETF buyer in Q2 2025 was AGF Management, an estimated $10.7M added.
  • The largest Fidelity MSCI Health Care Index ETF seller in Q2 2025 was Demars Financial Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2025.